A detailed history of Elevate Wealth Advisory, Inc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 71,520 shares of AVDV stock, worth $4.62 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
71,520
Previous 69,910 2.3%
Holding current value
$4.62 Million
Previous $4.54 Billion 11.31%
% of portfolio
3.75%
Previous 3.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$62.52 - $71.12 $100,657 - $114,503
1,610 Added 2.3%
71,520 $5.05 Billion
Q2 2024

Aug 12, 2024

BUY
$63.81 - $68.36 $263,981 - $282,805
4,137 Added 6.29%
69,910 $4.54 Billion
Q1 2024

May 02, 2024

SELL
$59.95 - $65.89 $13,548 - $14,891
-226 Reduced 0.34%
65,773 $4.33 Billion
Q4 2023

Feb 14, 2024

BUY
$54.34 - $62.7 $3.59 Million - $4.14 Million
65,999 New
65,999 $4.12 Billion

Others Institutions Holding AVDV

About AMERICAN CENTY ETF TR AVANTIS


  • Ticker AVDV
  • Sector ETFs
  • Industry ETFs
More about AVDV
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